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Level 1
August 24, 2022
Discussion ongoing

eSignature needs to include requests for CPA/preparer signature

Related products:ProSeries
  • August 24, 2022
  • 1 reply
  • 4 views

eSignature should be able to request signatures from any or all of the CPAs of the firm. Several documents in the system need CPA signatures (client letters, POAs) and the only way to get them on the document currently is to sign them after the document has been processed, or print, sign, scan to pdf, request signature from client and browse for the saved document. It's not saving us any time as it stands.

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1 reply

September 26, 2022

Thanks for the idea. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.